13F HOLDINGS REPORT
Ishara Investments LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0002111609-26-000001
Total Value
$87.5M
Positions
38
Other Managers
0
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PRAXIS PRECISION MEDICINES I | PRAX | 40,000 | $11.8M | 13.48% |
| 2 | XERIS BIOPHARMA HOLDINGS INC | XERS | 800,000 | $6.3M | 7.18% |
| 3 | BIOMARIN PHARMACEUTICAL INC | BMRN | 100,000 | $5.9M | 6.80% |
| 4 | AMICUS THERAPEUTICS INC | FOLD | 360,000 | $5.1M | 5.86% |
| 5 | ACADIA PHARMACEUTICALS INC | ACAD | 160,000 | $4.3M | 4.89% |
| 6 | ANNEXON INC | ANNX | 750,000 | $3.8M | 4.31% |
| 7 | NUVATION BIO INC | NUVB | 400,000 | $3.6M | 4.10% |
| 8 | BRIDGEBIO PHARMA INC | BBIO | 36,000 | $2.8M | 3.15% |
| 9 | PTC THERAPEUTICS INC | PTCT | 36,000 | $2.7M | 3.13% |
| 10 | UNITED THERAPEUTICS CORP DEL | UTHR | 5,500 | $2.7M | 3.06% |
| 11 | BIOCRYST PHARMACEUTICALS INC | BCRX | 300,000 | $2.3M | 2.68% |
| 12 | VAXCYTE INC | PCVX | 50,000 | $2.3M | 2.64% |
| 13 | GENMAB A/S | GNMSF | 70,000 | $2.2M | 2.47% |
| 14 | SYNDAX PHARMACEUTICALS INC | SNDX | 100,000 | $2.1M | 2.40% |
| 15 | VERASTEM INC | VSTM | 270,000 | $2.1M | 2.38% |
| 16 | TARSUS PHARMACEUTICALS INC | TARS | 24,000 | $2.0M | 2.25% |
| 17 | APOGEE ENTERPRISES INC | APOG | 25,000 | $1.9M | 2.16% |
| 18 | ZENTALIS PHARMACEUTICALS INC | ZNTL | 1,320,000 | $1.8M | 2.04% |
| 19 | INSMED INC | INSM | 10,000 | $1.7M | 1.99% |
| 20 | CORCEPT THERAPEUTICS INC | CORT | 44,000 | $1.5M | 1.75% |
| 21 | SILENCE THERAPEUTICS PLC | SLNCF | 240,000 | $1.5M | 1.67% |
| 22 | EDGEWISE THERAPEUTICS INC | EWTX | 58,000 | $1.4M | 1.65% |
| 23 | BEAM THERAPEUTICS INC | BEAM | 50,000 | $1.4M | 1.58% |
| 24 | ORIC PHARMACEUTICALS INC | ORIC | 160,000 | $1.3M | 1.50% |
| 25 | APELLIS PHARMACEUTICALS INC | APLS | 50,000 | $1.3M | 1.44% |
| 26 | DENALI THERAPEUTICS INC | DNLI | 70,000 | $1.2M | 1.32% |
| 27 | ULTRAGENYX PHARMACEUTICAL IN | RARE | 50,000 | $1.1M | 1.31% |
| 28 | ASCENDIS PHARMA A/S | ASND | 5,000 | $1.1M | 1.22% |
| 29 | NEWAMSTERDAM PHARMA COMPANY | NAMSW | 30,000 | $1.1M | 1.20% |
| 30 | LEXICON PHARMACEUTICALS INC | LXRX | 880,000 | $1.0M | 1.16% |
| 31 | BIOHAVEN LTD | BHVN | 88,000 | $993,520 | 1.14% |
| 32 | DIANTHUS THERAPEUTICS INC | DNTH | 24,000 | $989,040 | 1.13% |
| 33 | NEKTAR THERAPEUTICS | NKTR | 20,000 | $845,600 | 0.97% |
| 34 | IMMATICS N.V | IMTX | 80,000 | $840,000 | 0.96% |
| 35 | AGIOS PHARMACEUTICALS INC | AGIO | 30,000 | $816,600 | 0.93% |
| 36 | IMMUNOVANT INC | IMVT | 30,000 | $762,600 | 0.87% |
| 37 | OLEMA PHARMACEUTICALS INC | OLMA | 30,000 | $750,000 | 0.86% |
| 38 | ARCUTIS BIOTHERAPEUTICS INC | ARQT | 12,000 | $348,480 | 0.40% |